Your Vega Dashboard

If this is your first time using Vega, take a moment to familiarise yourself with the dashboard. The layout becomes easier to navigate as you use it, so allow yourself time to explore and become comfortable with the interface.

Navigating the Menu

Across the top of the Vega dashboard, you'll find the main navigation menu, with features organised into categories to help you quickly access the tools you need.

The available categories include:

• Contacts – Manage supporter records, communications, and relationships.
• Engage – Access campaigns, events, and engagement tools.
• Money – Manage payments, batches, and financial reporting.
• Insights – View reports and analytics to monitor your organisation's performance.
• Admin – Configure organisation settings, user permissions, integrations, and system preferences.
• Solutions – Access additional Vega modules and Vega Support.
• Quick Links – Shortcuts to frequently used pages for faster navigation.

Detailed knowledge base articles are available for the features within each of these categories. As you become more familiar with Vega, you can refer to the relevant articles throughout the Knowledge Base for step-by-step guidance, configuration instructions, and best practices.

Summary Metrics

The Summary Metrics section gives you a quick overview of key performance indicators for your organisation, including:

• List growth over time
• Average monthly growth
• Other important engagement and usage indicators within Vega

This section helps you quickly understand overall trends at a glance.

Recently Viewed Contacts

The Recently Viewed Contacts list shows contacts you have recently accessed or worked with.

From here you can:

• Click a contact to open their record
• Use the filter options to quickly return to recently viewed profiles

This is useful for quickly resuming work on previously accessed supporters.

Quick Search

Quick Search allows you to find a supporter by entering key contact details, such as:

• First name
• Surname
• Email address
• Telephone number

A list of matching results will be displayed.

If you cannot find a contact, you can also include inactive records in your search to check whether the supporter has been deactivated.

These buttons below the search bar are quick links that allow you to:

• Add Contact
• Access Document Template
• Access Attribute Maintenance
• Access Query Tool
• Access Money Tab

Messages and Alerts

This section displays system messages and notifications from Vega or other users.

Examples include:

• System updates
• Account notifications
• Internal messages or alerts

FIN AI Support Assistant

In the bottom-right corner of Vega, you'll find the FIN AI chat assistant.

FIN AI is included at no additional cost with your Vega subscription and is available to help you get the most out of the platform. You can ask FIN AI questions about Vega features, request guidance on completing tasks, or be directed to the relevant Knowledge Base articles for step-by-step instructions.

If FIN AI is unable to resolve your query, it can assist you in contacting the Vega Support team.

Note: Requests that are escalated to a member of the Vega Support team and require a support ticket will incur a fee of $50 + GST. We recommend checking the Knowledge Base or asking FIN AI first, as many common questions can be resolved immediately at no additional cost.

“Some content in this article may have been developed with the assistance of AI tools and reviewed by staff.”